Skip to content
Disclosery

13F-HR filed by Disciplined Equity Management, Inc.

Disciplined Equity Management, Inc. filed this 13F-HR for the quarter ended 2022-12-31, filed 2023-01-13, with 51 holding rows worth $113,038,000.

Accession
0000909012-23-000002
Filer
CIK 1909380
Filed
2023-01-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2022

A holdings report, 51 entries on the cover page, a total value of $113,038,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $113,038,000 with VALUE read as thousands, detected and multiplied, 13F file number 028-22070. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE584,868$19,581,000thousands, detected and multiplied
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF438,451$18,244,000thousands, detected and multiplied
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU330,808$14,539,000thousands, detected and multiplied
Dimensional US Small Cap ETF25434V500COM269,002$13,759,000thousands, detected and multiplied
Dimensional International Value ETF25434V807SHS359,170$10,919,000thousands, detected and multiplied
Gilead Sciences,Inc.375558103COM27,586$2,368,000thousands, detected and multiplied
IRON MTN INC DEL COM46284V101REIT40,715$2,030,000thousands, detected and multiplied
Altria Group Inc02209S103COM40,805$1,865,000thousands, detected and multiplied
PIONEER NATURAL RESOURCES CO723787107COM7,921$1,809,000thousands, detected and multiplied
DOW HLDGS INC COM260557103Stock34,789$1,753,000thousands, detected and multiplied
International Business Machines Corporation459200101COM12,304$1,734,000thousands, detected and multiplied
PRUDENTIAL FINL INC COM744320102Stock16,940$1,685,000thousands, detected and multiplied
WALGREENS BOOTS ALLIANCE INC931427108COM42,393$1,584,000thousands, detected and multiplied
ALLIANCEBERNSTEIN HLDG L P01881G106UNIT LTD PARTN45,183$1,553,000thousands, detected and multiplied
BEST BUY INC COM086516101Stock15,373$1,233,000thousands, detected and multiplied
OMNICOM GROUP INC COM681919106Stock14,537$1,186,000thousands, detected and multiplied
ONEOK INC NEW682680103COM17,795$1,169,000thousands, detected and multiplied
UnitedHealth Group Inc91324P102COM1,938$1,027,000thousands, detected and multiplied
Philip Morris International Inc.718172109COM10,030$1,015,000thousands, detected and multiplied
FIDELITY NATIONAL FINANCIAL31620R303FNF GROUP COM25,076$943,000thousands, detected and multiplied
Oracle Corporation68389X105COM10,621$868,000thousands, detected and multiplied
3M CO COM88579Y101Stock7,107$852,000thousands, detected and multiplied
AT&T Inc00206R102COM44,822$825,000thousands, detected and multiplied
JPMorgan Chase & Co46625H100COM6,010$806,000thousands, detected and multiplied
Pfizer Inc.717081103COM14,853$761,000thousands, detected and multiplied
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 231,250$759,000thousands, detected and multiplied
MasterCard, Inc57636Q104COM2,154$749,000thousands, detected and multiplied
BLACKSTONE INC09260D107COM10,082$748,000thousands, detected and multiplied
Apple Inc037833100COM5,396$701,000thousands, detected and multiplied
T-Mobile US,Inc.872590104COM4,960$694,000thousands, detected and multiplied
Costco Wholesale Corporation22160K105COM1,410$644,000thousands, detected and multiplied
NEW YORK COMMUNITY BANCORP649445103COM73,450$632,000thousands, detected and multiplied
LUMEN TECHNOLOGIES INC550241103COM105,655$552,000thousands, detected and multiplied
Tesla Motors, Inc88160R101COM3,209$395,000thousands, detected and multiplied
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY16,290$364,000thousands, detected and multiplied
NVIDIA Corp67066G104COM2,279$333,000thousands, detected and multiplied
CF INDUSTRIES HOLD COM125269100Stock3,610$308,000thousands, detected and multiplied
Texas Instruments Incorporated882508104COM1,460$241,000thousands, detected and multiplied
Lowes Companies,Inc.548661107COM1,190$237,000thousands, detected and multiplied
SPY78462F103SHS546$209,000thousands, detected and multiplied
Stryker Corporation863667101COM780$191,000thousands, detected and multiplied
Amazon.com, Inc023135106COM1,940$163,000thousands, detected and multiplied
Chevron Corporation166764100COM900$162,000thousands, detected and multiplied
INTERNATIONAL PAPER CO COM460146103Stock4,520$157,000thousands, detected and multiplied
Verizon Communications Inc92343V104COM3,970$156,000thousands, detected and multiplied
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO6,560$147,000thousands, detected and multiplied
V F CORP COM918204108Stock5,250$145,000thousands, detected and multiplied
Lockheed Martin Corporation539830109COM243$118,000thousands, detected and multiplied
Microsoft Corp594918104COM430$103,000thousands, detected and multiplied
McDonalds Corporation580135101COM51$13,000thousands, detected and multiplied
Alphabet Inc. Reg. Shares A02079K305COM100$9,000thousands, detected and multiplied

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0000909012-23-000002this filing2023-01-13acceptance time not in the bulk data set